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The Day After Retirement
Partner Neal Nolan ponders what the first day of retirement might feel like and offers advice to those making the leap.
10 Ways to Celebrate Independence Day
I proudly served in the U.S. Army from 1991 to 1992 as a medic. My time serving makes me appreciate being a U.S. citizen. This holiday, I hope you do something enjoyable with family and friends. Here are ten ideas — I will likely do a mixture of them all!
Why You Should Review Estate Documents After a Move
There is already enough to think about when it comes to moving, whether it is down the street, across state lines or even to another country. Make sure to take the necessary time to review your estate documents after moving.
Good Debt, Bad Debt
Benjamin Franklin has a famous quote: “… nothing can be said to be certain, except death and taxes.” A more modernized quote would probably include the mention of debt!
The Who, What, When, Where, Why, and How of Trusteeship
The trustee has a large number of duties and responsibilities to the trust maker and the beneficiaries. Director of Trust Services Roger James gives an overview:
Graduating From the Workforce – Are You Emotionally Prepared?
Everyone at Parsec works diligently to prepare you financially for retirement by guiding you to financial security. This is our mission, and our success can only be measured in seeing you achieve that security. Most importantly, you have walked with us each step of the way as we explained and implemented the financial concepts needed to achieve that success. Your retirement is now financially set; you are ready to retire!
Parsec’s Perspective on Current Market Turbulence
This is a little longer message than I typically send during a declining market. But we believe everything is going to be ok, and I will explain why as we go.
Portfolio Spending Illustration
This illustration shows a 5% spending from a portfolio of large...
Doctor Independent Wealth Illustration
After a long, prosperous career and strategically saving 20% of your...
Invest in Your Child’s Future with a 529 Plan
A 529 plan is a great vehicle to start saving for...
Small-Business Succession Planning Guide
It is easy for a business owner to view the value...
Golf Course Guide to Medicare
This guide to the important "game” of Medicare will help you...
Why You Need a Digital Estate Plan and How To Create One
Digital estate planning is a relatively new phenomenon, having only begun...
Finding the Right Financial Advisor
If navigating the complexity of investments, insurance and estate planning is...
A Financial Guide to Divorce
It is critical to prepare for divorce by making sure you...
Charitable Giving Tax Strategies
The 2017 Tax Cuts and Jobs Act materially changed charitable giving...
Eight Saving and Investing Principles
Here are eight fundamentals you need to learn how to save,...
Thrive By Ensuring Your Loved Ones Are OK Edition
Our Q3 2022 newsletter focuses on how to thrive by ensuring...